Bringing Your Financial Vision Into Focus
An association with LPL Financial, the largest independent broker dealer* in the United States, allows Carter Shevlin Financial the freedom to provide you with some of the best technology, resources, knowledge, and service. For over 10 years, Carter Shevlin Financial has been educating the public on investments and retirement planning with seminars throughout the Delaware and Chester counties. Together, Bob and Dan are dedicated to ensuring your financial stability during this tumultuous economy and beyond.
* As reported in Financial Planning Magazine, June 1996-2012, based on total revenue
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (610) 701-0499.